Major Capabilities

Donor management: You can store several types of donor information, including custom fields, in a centralized database.

Donation tracking: You can track multiple types of payments such as simple donations, pledges, memberships, memorials, and honor gifts.

Reporting: You can choose from several standard reports or create custom queries. Reports can include charts or graphs.

QuickBooks integration: You can post transactions directly into QuickBooks and import contact information into Exceed! Basic.

Email marketing integration: You can enroll with the Vertical Response marketing service to send up to 10,000 emails per month at no charge. You can also integrate with Constant Contact to transfer email addresses and other important information between that service and Exceed! Basic.

Office integration: You can export email and mailing data to Microsoft Office and other products. You can also make Outlook appointments and contact records.

Support

The donor partner provides no support for this product unless a technical support package is purchased.

Additional Services Available at Discounted Rates

Special pricing for is available to TechSoup donation recipients for:

Technical support packages. Telosa technical support is supplied only through a separate contract.

Multi-user upgrades for organizations that need two to five concurrent users.

Upgrading from Earlier Versions

Note: This product is the full version of Exceed! Basic 4.1, not an upgrade. If your organization is currently using any previous version or build, please contact Telosa for information on how to obtain a support contract upgrade: Deborah O'Sullivan, phone (800) 676-5831 x103, email services@telosa.com

Choose Carefully

The administrative fee for this product is not refundable, and the product cannot be exchanged.

Obtaining This Product

Expect two emails. When TechSoup approves your donation request, we will send a message to your organization email address with preliminary information about obtaining this product. Shortly after, the donor partner will send an email with information needed to complete the installation or activation.

Each qualifying organization may request a single product (discounted or donated) within a fiscal year (July 1 – June 30).

Donated Exceed! Basic is available to organizations with annual operating budgets less than or equal to $50,000. Discounted Exceed! Basic is available to organizations with annual operating budgets from $50,001 through $500,000.

Organizations must be willing and able to provide information to Telosa for the purposes of creating a case study on this program.

Organizations that advocate, support, or practice discrimination based on age, ethnicity, gender, national origin, disability, race, size, religion, sexual orientation, or socioeconomic background are not eligible to participate in this program. Organizations must be willing and able to attest that they do not discriminate on any of these grounds in order to receive donations.